Executive Assistant

The Fortitude Team is seeking a friendly, organized, and detail-oriented Administrative Assistant to support our growing client services team. We partner with Inherit Guard, an estate attorney network, to help families navigate the estate planning process.

As the first point of contact for many of the clients, you’ll play an important role in creating a positive experience by answering inquiries, coordinating schedules, and providing exceptional customer service. The ideal candidate is dependable, professional, and enjoys helping people while staying organized in a fast-paced environment.

Compensation:

$70,000

Responsibilities:

• Respond to client phone calls, emails, and general inquiries
• Schedule consultations and manage appointment calendars
• Confirm upcoming appointments and send reminders
• Provide exceptional customer service to prospective and existing clients
• Maintain accurate client records and documentation
• Coordinate communication between clients and our team
• Assist with general office administration and data entry
• Help create a welcoming, professional experience for every client

Qualifications:

• Excellent communication and customer service skills
• Strong organizational and multitasking abilities
• Detail-oriented with strong follow-through
• Comfortable using computers, email, and scheduling software
• Professional, dependable, and positive attitude
• Previous administrative or customer service experience is preferred but not required

About Company

The Fortitude Team is an estate attorney network designed to help individuals and families connect with trusted estate planning resources. Our mission is to provide exceptional client service and ensure every client has a smooth, organized experience from their first inquiry through the scheduling process.

We’re looking for a friendly, organized Administrative Assistant to serve as the first point of contact for clients and help keep our office running efficiently.